This Wealth Management EDGE Visionaries webcast on July 26th will offer an assessment of the current market and economic environment, while also providing a deep dive on innovations in WealthTech and investment management.
In 2020, advisor Danika Waddell found herself in some regulatory trouble, due to no fault of her own. It ultimately led her to start her own firm, and she’s never looked back. Sponsored by United Planners Financial Services
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